What happened the first 6 months of 2020? What are some of the fundamentals that drove the equity markets in the first half? What's in store for the last part of 2020?
Watch our #HalftimeReport to gain some insight on how #COVID19 impacted the #Financial #Markets.
https://youtu.be/7bJ5Yhdbn8w
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Halftime Report 2020
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
This month's economic update featuring Charlie Baier.
#TechStocks #Housing #FinanaicalMarkets
Just entering retirement? Here's what you need to know.
OPUSWMG.COM
9 Facts About Retirement
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
OPUSWMG.COM
Retiring the 4% Rule
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
With increasing wealth comes unique financial challenges.
OPUSWMG.COM
Investment Challenges of the Affluent Investor
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
This month's economic update with Kyle McBroom!! #Election2020 #Vaccine
Do you know how long it may take for your investments to double in value?
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The Rule of 72
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Our weekly Newsletter is NOW available!! This week... Dow Hits 30,000!
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Dow Hits 30,000
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
This month's #Economic #Update with Jeff Harper. #Vaccine #ElectionWeek #StrongResults
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
OPUSWMG.COM
How to Make the Tax Code Work for You
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Concerned about the social impact of your investments?
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Investing with Your Heart
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
OPUSWMG.COM
Mutual Funds vs. ETFs
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
OPUSWMG.COM
All Muni Bonds Are Not Created Equal
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
OPUSWMG.COM
Red Flags for Tax Auditors
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
OPUSWMG.COM
What Do Your Taxes Pay For?
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
OPUSWMG.COM
Value vs. Growth Investing
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
OPUSWMG.COM
All Muni Bonds Are Not Created Equal
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
OPUSWMG.COM
“Dirty Dozen” Tax Scams to Watch For
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
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Mortgages in Retirement
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
OPUSWMG.COM
How to Appeal Your Property Taxes
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
OPUSWMG.COM
What Do Your Taxes Pay For?
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
OPUSWMG.COM
Do You Owe The AMT?
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
OPUSWMG.COM
“Dirty Dozen” Tax Scams to Watch For
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
OPUSWMG.COM
Mortgages in Retirement
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
OPUSWMG.COM
How to Appeal Your Property Taxes
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Second homes have unique risks and insuring them is different than a primary home.
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Insuring Your Second Home
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
OPUSWMG.COM
To Buy or Not to Buy
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
OPUSWMG.COM
Do You Owe The AMT?
How many credit cards do you have?
OPUSWMG.COM
Spotting Credit Trouble
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
OPUSWMG.COM
What If You Get Audited?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
OPUSWMG.COM
Monthly Market Insights | February 2021
Second homes have unique risks and insuring them is different than a primary home.
OPUSWMG.COM
Insuring Your Second Home
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
OPUSWMG.COM
To Buy or Not to Buy
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
OPUSWMG.COM
The Business Cycle
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
OPUSWMG.COM
Tax Deductions You Won't Believe
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
OPUSWMG.COM
Tax Rules When Selling Your Home
How many credit cards do you have?
OPUSWMG.COM
Spotting Credit Trouble
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
OPUSWMG.COM
What If You Get Audited?
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
OPUSWMG.COM
Inflation and Your Portfolio
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
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An Overview of Renter’s Insurance
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
OPUSWMG.COM
The Business Cycle
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
OPUSWMG.COM
Tax Deductions You Won't Believe
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
OPUSWMG.COM
Tax Rules When Selling Your Home
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
OPUSWMG.COM
18 Years’ Worth of Days
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
OPUSWMG.COM
What Is a 1035 Exchange?
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
OPUSWMG.COM
Inflation and Your Portfolio
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
OPUSWMG.COM
An Overview of Renter’s Insurance
How much do you know about stocks?
OPUSWMG.COM
How Stocks Work
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
OPUSWMG.COM
Monthly Market Insights | March 2021
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
OPUSWMG.COM
How Retirement Spending Changes With Time
As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?
OPUSWMG.COM
Dreaming Up an Active Retirement
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
How much do you know about stocks?
OPUSWMG.COM
How Stocks Work
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
OPUSWMG.COM
Monthly Market Insights | March 2021
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
OPUSWMG.COM
Red Flags for Tax Auditors
NEW BLOG POST #stimulus #BondYeild
Stocks touched new record highs last week as bond yields steadied, a fiscal relief bill was signed into law, and confidence in a strong economic recovery grew. The Dow Jones Industrial Average gained 4.07%, while the Standard &...
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Weekly Market Insights: Economy Reacts to COVID-19 Stimulus
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
OPUSWMG.COM
How Retirement Spending Changes With Time
As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?
OPUSWMG.COM
Dreaming Up an Active Retirement
Rising bond yields and improving economic conditions led to a choppy week of trading that ended in modest losses for investors. The Dow Jones Industrial Average fell 0.46%, while the Standard & Poor’s 500 declined 0.77%. The...
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Weekly Market Insights: Modest Losses After Choppy Week
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
With increasing wealth comes unique financial challenges.
OPUSWMG.COM
Investment Challenges of the Affluent Investor
The frenzy around #GameStop and other #MemeStocks highlights shortcomings and challenges as retail investors become a bigger presence.
REUTERS.COM
Exchange leaders say GameStop saga highlights regulatory challenges
#Retirement is actually an ideal time to write a manifesto. Retirement is your time — your time to be who you want to be. You may be hampered by #finances, but your time and beliefs are your own and retirement is a perfect time to embody and promote your own ideals. In retirement, you are not defined by the work you do for money, this is your time to be defined by you.
NEWRETIREMENT.COM
What is Your Retirement Manifesto? | NewRetirement
